Rod Harte

    • Rod HarteRod Harte
      ·09-04
      $Alphabet(GOOGL)$ Picked up 100 shares to kick off the Mag 7 position. Still holding 300 $Amazon.com(AMZN)$ , 1000 $Intel(INTC)$ , and 250 CRDO.
      8Comment
      Report
    • Rod HarteRod Harte
      ·09-03
      $NVIDIA(NVDA)$ What happened to AVGO and AMD today? They're supposed to be NVDA's competition. NVDA is in a league of its own.
      42Comment
      Report
    • Rod HarteRod Harte
      ·09-03
      $Intel(INTC)$  DELL and HPE both posted blowout numbers and gave big increases in their forecasts. Kind of makes you wonder who benefits from a huge CPU backlog. And who picks up the slack in foundry and advanced packaging with TSM maxed out. Earnings and revenue look ready to take off. There was a reason $20 billion got gobbled up at $95.
      6Comment
      Report
    • Rod HarteRod Harte
      ·09-03
      $Intel(INTC)$  This is why $Solowin Holdings(AXG)$  keeps showing up on my watchlist. Major progress on the regulatory hurdle. Stablecoin market around $308B. Revenue at $28.05M. YoY growth of +895%. The AlloyX acquisition valued at $350M. The next question is simple: how much volume can $Solowin Holdings(AXG)$  actually bring onto the platform?
      66Comment
      Report
    • Rod HarteRod Harte
      ·09-03
      $NVIDIA(NVDA)$ This partnership is something special for many years to come.
      4Comment
      Report
    • Rod HarteRod Harte
      ·09-02
      $Intel(INTC)$  This stock would probably be trading around $300 if they hadn't created all these synthetics. That said, the encouraging part is that things may be wrapping up, since dark pool prints keep lining up with FTDs.
      826Comment
      Report
    • Rod HarteRod Harte
      ·09-02
      $Intel(INTC)$ Dell raised its forecast for AI-optimized servers, and Dell servers are using Intel Xeon processors. At this point, the stock should be up at least $8.
      212Comment
      Report
    • Rod HarteRod Harte
      ·09-02
      $Intel(INTC)$ Ridiculously undervalued at less than $500B market cap. Look at Dell's numbers. What is happening is more and more companies are bringing their Enterprise IT internally since fine-tuning AI models is much cheaper than paying Frontier token pricing. This space is Intel's bread-and-butter, both for their chip design and IFS businesses.
      306Comment
      Report
    • Rod HarteRod Harte
      ·09-01
      $Intel(INTC)$ Finally seeing a major upgrade on my Fidelity account. Refinitiv/Verus upgraded Intel from HOLD to BUY.
      37Comment
      Report
    • Rod HarteRod Harte
      ·08-31
      $Intel(INTC)$ Don't even mention the beautiful weekly green doji candle on INTC. Bear traps. $Invesco QQQ(QQQ)$  SPY. Ignore pre and after markets. Perfect trap timing for traps.
      122Comment
      Report
     
     
     
     

    Most Discussed